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How to Plan a Salesforce Data Cleanup Project (Step-by-Step Guide)

Your Salesforce org didn’t get cluttered overnight. Years of records, unused fields, duplicate files, abandoned workflows, and compliance-heavy datasets quietly build up until performance drops, reports become unreliable, and storage costs spike.

A data cleanup project is no longer optional. It’s a strategic reset.

This step-by-step guide shows you how to:

  • Define what should stay, what needs fixing, and what must move out.
  • Identify high-volume and high-risk data safely.
  • Align cleanup with archiving, retention, and compliance. Execute in controlled waves without disrupting business operations.

Built for complex, high-growth Salesforce environments, this framework helps you reduce risk before migrations, AI rollouts, audits, or large-scale transformations.

With DataArchiva-powered cleanup strategies, organizations have achieved:

  • 90% storage offloaded.
  • 70% faster cleanup cycles.
  • 99% reduction in manual effort.
  • 40% lower annual storage growth.

Get the practical blueprint to clean your Salesforce org the right way.

Download the full Salesforce Data Cleanup Guide.

Get Started

Schedule a DataArchiva demo to see how the solution can seamlessly archive Salesforce data within your Salesforce system & meet any level of complex archiving needs.

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